See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,071 | $157,256-58.6% | $141,162-53.9% | $152,861-57.4% |
| Participation rate | 70.6% | 84.8%-14.2pp | 82.5%-11.9pp | 82.4%-11.9pp |
| Annual return | 22.05% | 64.32%-42.3pp | 71.39%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,075 | $5,261-79.6% | $4,735-77.3% | $4,762-77.4% |
| Participant deferral / active EE | $2,882 | $7,109-59.5% | $6,709-57.0% | $5,850-50.7% |
| Admin fee / account holder | $241 | $12,120-98.0% | $10,261-97.7% | $11,596-97.9% |